YorkBridge Wealth Partners’s Helmerich & Payne HP Stock Holding History

YorkBridge Wealth Partners’s Portfolio HP Stock Details HP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-200	Closed	-$10K	–	380
2019 Q2	$10K	Hold	200	–	–	﹤0.01%	554
2019 Q1	$11K	Hold	200	–	–	0.01%	571
2018 Q4	$10K	Hold	200	–	–	0.01%	570
2018 Q3	$14K	Hold	200	–	–	0.01%	573
2018 Q2	$13K	Hold	200	–	–	0.01%	593
2018 Q1	$15K	Hold	200	–	–	0.01%	583
2017 Q4	$14K	Hold	200	–	–	0.01%	598
2017 Q3	$10K	Hold	200	–	–	0.01%	634
2017 Q2	$11K	Buy	+200	New	+$11.7K	0.01%	615

Other funds holding HP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's HP Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Helmerich & Payne (HP) in Q3 2019, closing a stake of 200 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in HP in Q2 2017 and held it in 9 quarters. The position peaked at $15K in Q1 2018. 448 funds tracked by Wall St. Rank hold HP as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Helmerich & Payne position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 200 Helmerich & Payne shares in Q3 2019, an estimated $10K.
YorkBridge Wealth Partners first reported a position in Helmerich & Payne in Q2 2017 and held it in 9 quarters.
YorkBridge Wealth Partners's Helmerich & Payne position peaked at $15K in Q1 2018.
448 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.